Consulting Operations Analyst

Velera; Des Moines (IA); Remote; USD 85,000 - 132,000; Full time

Benefits offered by this job

Medical with telemedicine

Dental and Vision

401k with employer match

PTO

Job summary

Velera, a leading payments CUSO and fintech solutions provider, is seeking a Consulting Operations Analyst to optimize systems, processes, and workflows that support Advisors Plus consulting services. You will administer Adobe Workfront, configure integrations with Salesforce using Fusion, and develop dashboards to monitor project delivery and capacity across critical platforms.

The role emphasizes workflow automation, change management, and documentation, with remote-first flexibility and

Qualifications

• Bachelor's degree in Business, Engineering, Information Systems, Technology, or related field required.
• 3–5 years of experience administering and supporting business systems or related technologies.
• Demonstrated experience administering Adobe Workfront in a business environment.
• Experience in business process analysis, workflow design, and process improvement.
• Experience developing reports, dashboards, and performance metrics.
• Experience training and supporting business users; change management experience preferred.
• Experience with Adobe Workfront Fusion preferred.
• Experience with Salesforce preferred.
• Travel may be <25% per year.

Responsibilities

• Administer and optimize systems, processes, and workflows supporting Advisors Plus consulting services.
• Serve as primary administrator for Adobe Workfront; configure, govern, and manage users.
• Build integrations between Workfront and critical systems like Salesforce using Fusion.
• Design and maintain workflow automation to improve efficiency and reduce manual effort.
• Document business rules, procedures, and process handoffs.
• Analyze metrics to identify opportunities for efficiency, automation, and capacity improvements.
• Collaborate with leaders to gather requirements and develop technology-enabled solutions.
• Configure Workfront objects, templates, forms, dashboards, and reports.
• Develop dashboards and metrics to provide visibility into project delivery and outcomes.
• Monitor data quality and system performance; support testing and deployment of enhancements.
• Lead change management activities and develop training materials and guides.
• Provide end-user support and troubleshooting to maximize platform adoption.
• Partner with IT and vendors for integrations and future capabilities.
• Research best practices and technologies for continuous improvement.
• Maintain governance standards and appropriate system controls.

Skills

Adobe Workfront

Salesforce

Workflow automation

Process improvement

Training & support

Change management

Education

Bachelor's degree in Business, Engineering, Information Systems, Technology, or related field

Tools

Adobe Workfront Fusion

Salesforce

Job description

Join the People Helping People

Velera is the nation's premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

Our purpose: We accelerate partners' success through innovative financial technology solutions and inspired service.

The Opportunity: We are seeking a talented

Consulting Operations Analyst

who will administer and optimize the systems, processes, and workflows that support Advisors Plus consulting services. Serving as the primary administrator for Adobe Workfront and other key business platforms, this role drives workflow automation, process improvement, reporting, and operational efficiency across the organization.

Day in the Life

• Serve as the primary administrator for Adobe Workfront, including system configuration, maintenance, governance, user administration, and optimization.
• Build and maintain integration between Adobe Workfront and other critical systems, such as Salesforce, using the low-code Adobe Workfront Fusion integration and work automation platform.
• Design, implement, and maintain workflow automation solutions that improve operational efficiency and reduce manual effort.
• Document business rules, operating procedures, and process handoffs.
• Evaluate operational metrics and identify opportunities for efficiency, automation, and capacity improvements.
• Evaluate existing business processes and identify opportunities to streamline workflows, improve scalability, create integration and enhance operational effectiveness across Workfront and other critical systems.
• Partner with business leaders and stakeholders to gather requirements, document business needs, and develop technology-enabled solutions.
• Configure and maintain Workfront objects, templates, forms, queues, reports, dashboards, resource management tools, and workflow processes.
• Develop or partner with cross-functional teams to develop and maintain operational dashboards, reports, and metrics to provide visibility into project delivery, resource utilization, performance, and business outcomes across Workfront and other critical systems.
• Monitor system performance, data quality, and process compliance to ensure reliable and effective business operations.
• Lead change management activities associated with process improvements, system enhancements, and new technology implementations.
• Develop documentation, standard operating procedures, training materials, and user guides for systems and processes.
• Provide end-user support, troubleshooting, and training to maximize platform adoption and effectiveness.
• Collaborate with internal technology teams, vendors, and business stakeholders to support integrations, enhancements, and future system capabilities.
• Support testing, implementation, and deployment of system enhancements and process improvements.
• Research platform capabilities, industry best practices, and emerging technologies to identify opportunities for continuous improvement.
• Maintain appropriate system controls, governance standards, and operational documentation.
• Perform all other duties as assigned.

Qualifications

• Bachelor's degree in Business, Engineering, Information Systems, Technology, or related field, or equivalent combination of education and experience required.
• Three (3) to five (5) years of experience administering and supporting business systems, workflow platforms, project management systems, or related technologies.
• Demonstrated experience administering Adobe Workfront in a business environment required.
• Experience with business process analysis, workflow design, process improvement, or operational excellence initiatives required.
• Experience developing reports, dashboards, and business performance metrics required.
• Experience supporting business users through training, troubleshooting, and change management activities required.Experience with Adobe Workfront Fusion preferred.
• Experience with Salesforce preferred.
• Position may require less than 25% travel per year.

About Velera

At Velera, inclusion isn't an initiative – it's how we work. Guided by a people-helping-people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote-first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve.

Learn more about what it's like to work at Velera.

Pay Equity

$84,900.00 - $108,200.00 - $131,600.00 of salary range

The anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.

Great Work/Life Benefits!

• Competitive wages
• Medical with telemedicine
• Dental and Vision
• Basic and Optional Life Insurance
• Paid Time Off (PTO)
• Maternity, Parental, Family Care
• Community Volunteer Time Off
• 12 Paid Holidays
• Company Paid Disability Insurance
• 401k (with employer match)
• Health Savings Accounts (HSA) with company provided contributions
• Flexible Spending Accounts (FSA)
• Supplemental Insurance
• Mental Health and Well-being: Employee Assistance Program (EAP)
• Tuition Reimbursement
• Wellness program
• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Equal Opportunity Statement

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster.

Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster.

For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.